Bots · Create
Launch a New Ultimo Bot
Follow this walkthrough to add a chatbot that learns from your live website. The creation modal validates the URL, collects the right metadata, and kicks off the training workflow behind the scenes.
Step-by-step builder guide
Each step mirrors the logic of the dashboard workflow. Completing this flow takes less than two minutes for most sites.
Open the Bots overview
Head to the Bots area of the dashboard. Click Add Bot on the top-right of the overview list to launch the creation modal.
Name your assistant
Choose a descriptive name (50 characters max). This label appears across analytics, chat previews, and integrations. You can always rename it later from the card inline editor.
Provide the source URL
Enter the primary website you want Ultimo Bots to crawl. We run validation instantly, so URLs must be reachable, publicly accessible, and respond to HTTPS. The crawler follows internal links automatically.
Tune extra options
Decide if Ultimo should send the training confirmation email to your account. The notification toggle lives at the bottom of the modal.
Submit and monitor the build
Press Create Bot. You will be returned to the overview where each bot card shows build progress via a WebSocket-powered progress bar, plan usage, and shortcuts to Test, Settings, Analytics, and Integrations.
Pre-flight checklist
Gather these details before you click Add Bot to avoid validation loops.
- Have the public URL of the site or landing page you want to train on.
- Confirm your user ID is stored in local storage (the portal sets this after login).
- Decide on the default language -- English is selected automatically but can be changed later.
- Capture any compliance copy you want to add to the knowledge base post-build.
- Know who should receive the bot creation started email notification.
What to expect after submission
Bot cards update in real time via WebSockets. If a build fails or no content is found, the status flips to failed and the progress indicator stops. Delete, adjust the URL, or retry from the same modal.
While the job is running, we stream analytics, queue lead forms, and set a default usage limit based on the plan attached to the bot. Keep an eye on the Messages used row -- once you hit the plan limit, you will be prompted to upgrade.
Frequently asked questions
What happens after I click Create Bot?
We trigger the generate_chatbot_portal endpoint, crawl the provided URL, and populate the bot card. While the status is building, the portal shows a circular progress meter fed by live WebSocket events.
Why was my URL rejected?
Before training starts we call url/check. The modal surfaces the reason if the site is unreachable, blocked, or fails our business-site heuristic. Fix the URL and submit again -- no credits are consumed until it passes.
Can I edit the bot while it is building?
You can rename it anytime, but Testing, Settings, Analytics, and Integration actions stay disabled (completed status required) to ensure the training job has finished.
What is the First Bot experience?
If you have no bots yet, the overview shows a special welcome screen (First Bot Prompt) with five feature highlights and a prominent Add Bot button. This empty state helps new users understand what Ultimo can do before they create their first assistant.
After your bot is live
Use the quick actions on each card to keep momentum:
Troubleshooting signals
- Limit exceeded banner: Appears when message count equals the plan limit. The portal automatically launches an upgrade modal.
- No content found: Usually triggered by gated pages or empty crawls. Point to a different URL or ensure the page is publicly accessible.
- Stuck at 0%: Double-check the URL check endpoint for decline reasons and re-submit once resolved.